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Nonprofit · EIN 99-3031704

JAMES A EDWARDS SCHOLARSHIP TRUST

Tax-exempt · BRADENTON, FL 34205

Financials

$2M$83K2024$76K$130K2025
Revenue Expenses · by fiscal year end
Financials of JAMES A EDWARDS SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,483$129,693-$53,210$1,908,000$0$1,908,000
December 31, 2024990-PF$2,044,310$83,100$1,961,210$1,961,210$0$1,961,210
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,343
Interest
$6
Other income
$66,134

Expenses

Grants and similar amounts paid
$104,650
Compensation of officers, directors and key employees
$25,000
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$121,150
Excise tax on investment income
$25

Balance sheet and other

Total assets, start of year
$1,961,210
Total assets, end of year
$1,908,000
Total liabilities, end of year
$0
Net assets, end of year
$1,908,000
Fair market value of assets
$2,164,742
Qualifying distributions
$121,150
Net investment income
$10,349

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Jerry Ogle
3304 Riverview Blvd, Bradenton, FL 34205
Trustee5$25,000
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Jerry Ogle
3304 Riverview Blvd, Bradenton, FL 34205
Trustee5$30,000

Address and contacts

Address (IRS master file)
3304 RIVERVIEW BLVD, BRADENTON, FL 34205-3446
In care of
% JERRY OGLE
Signed the 990-PF
Jerry Ogle, Trustee
Phone
(941) 737-7343

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-3031704
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,908,000
Income (IRS master file)
$76,483

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$76,483$129,693$1,908,000XML
990-PFDecember 2024$2,044,310$83,100$1,961,210XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-3031704).

Questions about JAMES A EDWARDS SCHOLARSHIP TRUST

What is the EIN of JAMES A EDWARDS SCHOLARSHIP TRUST?
The employer identification number (EIN) of JAMES A EDWARDS SCHOLARSHIP TRUST is 99-3031704.
Is JAMES A EDWARDS SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to JAMES A EDWARDS SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES A EDWARDS SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES A EDWARDS SCHOLARSHIP TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES A EDWARDS SCHOLARSHIP TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JAMES A EDWARDS SCHOLARSHIP TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,000 (Jerry Ogle, Trustee).
How much revenue does JAMES A EDWARDS SCHOLARSHIP TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,483, expenses of $129,693 and total assets of $1,908,000 at year end.

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